> ## Documentation Index > Fetch the complete documentation index at: https://docs.thread.app/llms.txt > Use this file to discover all available pages before exploring further. # What is Thread? > Thread is the customer success platform built around workflows. Trigger from your CRM, draft handovers, run kickoff, customize plans per account, and give customers a portal that's actually useful. Thread is the customer success platform built around **workflows**. Wire your CRM, calls and documents into one place, and Thread orchestrates everything that happens after a deal closes — handover briefs drafted from the actual sales calls, success plans tailored to the customer, the right CSM assigned by rule, kickoff scheduled, and a customer portal that mirrors the plan in real time. Thread accounts dashboard showing 38 active onboardings with status, ARR, progress, and assigned CSM for each ## What you build with Thread AE → CSM briefs auto-drafted from CRM context and call transcripts, with the questions you actually want answered. Phased plans with owners, milestones and dates — customizable per account, mirrored to the customer portal. Route accounts by ARR, region, segment or any field — round-robin, least-loaded, or named owner. Compare every signed SOW against your standard. Surface deviations, custom commitments and risk before kickoff. Turn a closed deal into a live customer on a measurable timeline. First-value, not first-meeting. Branded, customer-facing portal that's the source of truth for the plan and what's next. ## How it works Thread sits between your CRM and your customer experience. One workflow drives the journey from "deal closes" to "customer is live." ### 1. A deal closes in your CRM Connect Salesforce, HubSpot or any of the other [integrations](/integrations/overview) and Thread reacts the moment a stage changes. No copying data, no manual upload — the trigger fires, the workflow runs. Connectors page in Thread with Salesforce, Slack, Gong and Google Workspace connected ### 2. The workflow runs Each workflow is a chain of nodes: triggers, branches, AI drafts, human reviews, action sends, integrations. Drop them on a canvas and Thread handles the choreography. Workflow builder with a Salesforce trigger flowing through Branch, Handover brief, Route to CSM and Apply success plan nodes ### 3. The handover lands ready to review The brief is drafted from the CRM payload, linked Gong calls and any uploaded SOW — every answer cites its sources. The AE reviews, edits, submits. The CSM lands on an account that already knows the answers. Handover brief with AI-drafted answers to What did the customer buy and why, Who are the stakeholders, and What's at risk — each citing the sales calls and CRM notes that informed it ### 4. Onboarding kicks off — for both sides The CSM sees the success plan in their workspace. The customer sees a branded portal — same plan, same milestones, same actions, mirrored in real time. The stepper, what's next, and the action queue. What your customer sees of the same plan. Customer-facing portal showing the kickoff stepper, three actions waiting on the customer, and the assigned team contacts ## Connects to your stack Thread reads from your CRM, your call recordings and your collaboration tools — and writes back to Slack, email, calendars and your services PSA when a workflow tells it to. | Tool | What Thread does | | ------------------------------------------------------ | ------------------------------------------------------------------------ | | **[Salesforce](/integrations/salesforce)** | Trigger workflows from opportunity stage changes; pull rich CRM context. | | **[HubSpot](/integrations/hubspot)** | Trigger workflows from deal stages; sync companies and contacts. | | **[Gong](/integrations/gong)** | Pipe call transcripts and insights into briefs, plans and SOW analysis. | | **[Slack](/integrations/slack)** | Post updates to shared channels, alert CSMs, broadcast handovers. | | **[Kantata](/integrations/kantata)** | Spin up services projects with role-based resourcing. | | **[Notion](/integrations/notion)** | Use Notion databases as a trigger source. | | **[Google Workspace](/integrations/google-workspace)** | Send branded email, create docs, schedule kickoff meetings. | | **[Microsoft](/integrations/microsoft)** | Calendar and email through Microsoft 365 / Teams. | | **[Zoom](/integrations/zoom)** | Schedule and track customer calls. | ## Get started Up and running in 10 minutes — connect a CRM, build your first workflow. Templates, workflows, milestones, actions — the vocabulary in 5 minutes. Walk-throughs of the six experiences Thread is built around. Connect Thread to the tools your team already uses.